COMPREHENSIVE FINANCIAL PLANNING

 

A financial plan that aligns with your life is based on a straightforward conversation about your finances and goals. By offering a comprehensive wealth planning review, we can help you decide whether you're on the right path or if you should consider a new direction.    

Financial planning includes: 

  • Net Worth Valuation 

  • Cash Flow Management 

  • Debt Repayment Plans 

  • Large Purchase Savings Plans 

  • Retirement Accumulation Planning

  • Income Planning for Retirement, Life Transitions and Children's Needs 

  • Investment Strategies - Stocks, Bonds, Exchange Traded Funds, Mutual Funds, Annuities and Permanent Life Insurance

  • Tax Planning

  • Estate Planning in Coordination with our Preferred Partner Estate & Probate Attorneys

  • Education Funding

  • Planning needs Related to Insurance including: Life, Long Term Care, Health, Disability, Auto, Medicare, and Umbrella Insurance 

  • Specialty Services - Auto or Mortgage Comparisons, Life Transition Planning for Widows and Divorcee's, Charitable Giving Planning 

  • Business Owner Services - Small Company Retirement Plans, Key Man Insurance Planning, Financial Organization and Tax Planning 

The real benefit is not any one of those areas individually, but rather the intersection where they all meet. 

Every meeting we have will involve your financial plan, each meeting custom tailored to your specific needs in the current season of your life.  When we meet, we will review your current concerns, needs and wants.  We will review where you have been since the last meeting, what you need today and what you are concerned about regarding tomorrow. We will then help create specific action steps and implement specific tasks to help you achieve peace of mind and confidence to face the next step in your journey with stride.


Comprehensive financial planning is provided for our clients as a part of the asset under management fee.

Planning for wealth accumulation, asset preservation, tax savings and/or income designs is critical and integrated in all we do for our clients.  Because of the work and time involved in financial planning we have an investment minimum of $200,000.   For those who do not have the minimum investment amount, we can provide financial planning for a flat rate.


There are countless advantages of financial planning.

From emotional and health associated benefits to social and financial benefits, financial planning can have a positive impact on every aspect of your life. While several dozen benefits exist, there are some which have more impact than others.